About Brandon Roberts

Brandon Roberts has been a member since April 19th 2012, and has created 245 posts from scratch.

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151 Lawsky, Lew, & the Law

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Well, it looks like we’ve survived another year…both literally and figuratively. This is our last episode of the Financial Procast for 2014 and we would like to sincerely thank all of your who listen regularly, occasionally or even just for a few minutes here and there.

No doubt we are humbled that anyone listens to us at all. We will not be releasing a show on Christmas Day as we decided that we would take that week off and figured most of you would like to take a little time off as well.

Here’s to 2015! Read More…

Top Indexed Universal Life Insurance Carriers for Cash Accumulation 2014 Edition

We all know indexed universal life insurance has taken its place at the top of the leader-board as the dominate form of universal life insurance when cash accumulation is a primary consideration. It’s also the #1 growing type of life insurance in the United States and has held this title for several years. There’s a lot to like about it, but there are a lot of different forms of this product offered by several insurance companies. Just as we’ve noted about whole life insurance not all insurance contracts are created equally. So, we’ve put together a guide for best bets among the indexed universal life insurance crowd when cash accumulation is the primary objective.

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150 Fa-la-la-la-la You’re Broke

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Today we’re sharing our Christmas cheer with all of our listeners–you should all be excited. Along with our healthy dose of holiday spirit there’s also a somewhat harsh reality check coming for all those who love to spend, spend, spend during this time of year.

But it’s not all about admonishing you not to spend yourself into oblivion at the expense of your future. No, today we’ve also got a story from Mark Cuban’s most recent 8 year, $20 million battle with the SEC that should keep you entertained.

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Do Life Insurance Guarantees Matter?

Life insurance guarantees are sometimes heralded as a key benefit. Many whole life insurance contracts are sold with a focus on the fact that the policy boasts various guarantees that—while admittedly impressive in a relative sense to all other financial products—are often overplayed.

But do these guarantees actually matter? And what does the guarantee represent—I mean in a practical application—for life insurance contracts as they relate to cash accumulation strategies? Today we’ll explore this consideration.

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149 This Is What Responsible Borrowing Looks Like

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As you’ve probably already guessed, at least one of things up for discussion today has to do with the renewed vigor of the mortgage lending market. But not to worry, it’s not all about poking fun at so-called “responsible borrowing”.

No…we have a few other topics of interest as well.

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